VestGen Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

VestGen Advisors’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.54M	Sell	40,331 -35,555	-47%	-$8.16M	0.28%	79
2026 Q1	$17.4M	Buy	75,886 +67,964	+858%	+$15.2M	0.46%	39
2025 Q4	$1.74M	Sell	7,922 -30,517	-79%	-$6.67M	0.07%	253
2025 Q3	$8.29M	Buy	38,439 +498	+1%	+$105K	0.28%	77
2025 Q2	$7.77M	Buy	37,941 +7	+0%	+$1.36K	0.31%	72
2025 Q1	$7.36M	Buy	+37,934	New	+$7.54M	0.33%	66

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

VestGen Advisors's VIG Position: Q2 2026 in Review

VestGen Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 47% in Q2 2026, selling an estimated $8.16M and leaving 40,331 shares worth $9.54M. The position accounts for 0.28% of the portfolio, ranked #79.

VestGen Advisors first reported a position in VIG in Q1 2025 and has held it in 6 quarters since. The position peaked at $17.4M in Q1 2026. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

VestGen Advisors held 40,331 shares of Vanguard Dividend Appreciation ETF worth $9.54M as of Q2 2026.
VestGen Advisors sold 35,555 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $8.16M.
Vanguard Dividend Appreciation ETF made up 0.28% of VestGen Advisors's portfolio in Q2 2026, its #79 holding.
VestGen Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's Vanguard Dividend Appreciation ETF position peaked at $17.4M in Q1 2026.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.